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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

86 hedge funds and large institutions have $146M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
$390K
Net Calls
-$390K
Net Calls Change
-$401K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$8.26M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
UBS Group
4
UBS Group
Switzerland
$10.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$243K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$2.1M
4
LPL Financial
4
LPL Financial
California
$3.13M
5
TRCT
5
Tower Research Capital (TRC)
New York
$660K
Name Market Value Shares Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$20.4M 334,030 +11,474 +4%
Bank of America
2
Bank of America
North Carolina
$14.1M 231,513 +57,774 +33%
Ameriprise
3
Ameriprise
Minnesota
$12M 196,475 +5,741 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M 178,106 +136,940 +333%
UBS Group
5
UBS Group
Switzerland
$10.4M 170,133 +40,885 +32%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.8M 160,804 +26,164 +19%
CAAS
7
Capital Asset Advisory Services
Michigan
$8.26M 135,536 +132,254 +4,030%
Morgan Stanley
8
Morgan Stanley
New York
$6.57M 107,830 -7,416 -6%
Wells Fargo
9
Wells Fargo
California
$5.16M 84,580 -7,198 -8%
KTA
10
Keeley-Teton Advisors
Illinois
$4.33M 71,043 +1,701 +2%
ACA
11
Ascension Capital Advisors
Texas
$3.6M 59,067 +1,781 +3%
LPL Financial
12
LPL Financial
California
$3.13M 51,398 -19,790 -28%
APA
13
American Portfolios Advisors
New York
$2.51M 41,138 -5,577 -12%
IFA
14
Interactive Financial Advisors
Illinois
$2.46M 40,360 +5,548 +16%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.17M 35,625 +16,300 +84%
BRWA
16
B. Riley Wealth Advisors
Florida
$2.1M 34,974 -27,257 -44%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.09M 34,256 -3,681 -10%
PSF
18
Pacific Sun Financial
California
$1.99M 32,617 -268 -0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.96M 32,112 -6,923 -18%
BFM
20
Boston Financial Management
Massachusetts
$1.57M 25,700 – –
Brown Advisory
21
Brown Advisory
Maryland
$1.21M 19,776 -4,257 -18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.19M 19,445 -36,286 -65%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.1M 18,021 -2,386 -12%
CMP
24
Courage Miller Partners
Virginia
$1.02M 16,937 – –
Citadel Advisors
25
Citadel Advisors
Florida
$1.02M 16,691 +16,691 New
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